To add or search a phone log, follow these steps:
- Go to
the Communication module in the system.
- Click
on "Phone Log" and then select "Add Phone Log" to
create a new log entry.
- Choose
the call type, whether it is a dial or receive call.
- Select
the staff member who handled the call from the dropdown list.
- Search
for the student's name with whom you had the conversation (applicable for
dial calls).
- Provide
the alternate phone number and the date of the call.
- Specify
the subject, stating the purpose or concern of the call.
- Select
the privacy type, indicating whether the log should be visible to everyone
or only to a specific person.
- Choose
the time frame, either manual or auto, and provide the start and end times
of the call, along with the total duration.
- Add
your comments and remarks about the call. You can use the plus sign to add
additional comments if needed.
- Rate
the call by assigning stars to indicate the quality or importance of the
call.
- Mark
the status as "Open" or "Close" depending on the
current state of the call.
- Assign
the log to a specific person by selecting their name from the dropdown
list.
- Finally,
click on "Submit" to complete the process of creating a new
phone log.
To search for a phone log, follow the same initial steps and
use the search filters such as date, staff member, student, or call type to
find the desired logs.
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